Position in IVZ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,824,104
+$1,209,227 QoQ
Shares Held
87,869
+4.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
2.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Fingerlakes Wealth Management, Inc. holds $5,014,233 across 3 Asset Management names. IVZ ranks #1 (96.2% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.